From the Desk of Anthony Pompliano The BOOMING US Economy Keeps Proving "The Experts" Wrong
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Feb 17, 2026 A much-better-than-expected jobs report and what it signals about the US economy. A breakdown of payroll gains, falling unemployment, rising wages, and the data behind those numbers. Discussion of policy, Fed moves, and risks like AI affecting labor. A surprising rise in average income tax refunds and a record $16.49M Pokemon card sale highlight consumer cash and collectible scarcity.
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Jobs Report Shows Unexpected Strength
- The latest jobs report beat expectations across metrics and signals stronger labor market momentum.
- Anthony Pompliano and Peter St. Onge see wages, hours, and employment rising as key bullish indicators.
Wages Rising Despite BLS Revisions
- Average hourly earnings grew roughly 5% annualized, outpacing inflation and boosting real pay.
- Pompliano flags a large BLS downward revision and the birth-death model as qualifications to the headline strength.
AI Is Creating A Two-Speed Job Market
- AI is producing a two-speed labor market: blue-collar jobs expanding while many white-collar roles face pressure.
- Expect AI-driven white-collar losses to appear in stats later this year even as factories and rate cuts create jobs.